Good Sales Leads Management Software Should Always Have These Features

Category: Questions & Answers

qnaJustin is the owner of an online business enterprise and is looking to upgrade his software to boost his sales. He has heard about the efficacy of sales leads management software solutions, but is unaware of the features of these products. Justin is looking for more information on this topic.

“Hi, I’ve been perusing reviews of sales leads management software tools, but am unable to grasp the nuances of this product. Please fill me in on the benefits of using this software solution for my small business. Thanks a million.”

Hi Justin, a good sales leads management software solution can do wonders for your business. We will surely help you out by summarizing the features of this tool and the benefits your enterprise can accrue by using it effectively. Read on to learn more.

The best sales leads management software products offer many features that improve the management of sales opportunities. Here are the key functions and capabilities you will find in popular tools of this genre.

Automated Capture

Many companies use a number of marketing avenues to identify prospective customers and increase awareness. Sales leads management software solutions can help by collecting information from respondents through email, the Internet and other marketing mediums. You can also quickly import prospect data from tools like Excel or Outlook. The de-duping feature eliminates the chances of repeat entries.

Smart Routing

Companies assign leads to sales reps using different types of criteria. Some use geography as basis, while others utilize reps who focus on specific products or industries. You can use the sales leads management software package to automatically assign and route new opportunities to an appropriate rep based on his or her preferences. This ensures quick follow-up as leads are rapidly distributed to the right people.

Scheduling and Tracking of Lead Activity

Busy sales reps can lose track of the leads that have been contacted and the ones that need action. They can use a top quality sales leads management software tool to monitor their previous activities like phones calls, meetings, etc. The software can also send scheduled emails to qualified contacts, and remind sales reps about performing follow-ups. This can ensure that all sales opportunities are pursued vigorously and none are missed out.

Reporting and Analysis

Sales leads management software offers powerful analytics which can help a company track vital metrics like close ratios, conversion stats, and acquisition rates. The firm can use the data to review the effectiveness of promotional strategies, and determine whether it is getting the desired return for marketing and sales investment. The package also helps companies identify critical factors that impact successful deals. This can help businesses to improve their marketing and sales programs and processes to increase their effectiveness.

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Advanced Security

It is essential for reps to protect contact information as well as other confidential data. Sales leads management software tools employ state-of-the-art security mechanisms to protect all data. This eliminates the risk of breaches, and ensures each sales rep gets to see only those leads that are assigned to him or her.


Justin, we hope our article has convinced you about the strengths and robust nature of sales leads management software products that enhance the manner in which marketing and sales professionals acquire and track generated leads. We advise you to try the demo and free versions of different tools to find out which one suits you best. Read this article to find out how you can use sales leads management software to increase your business opportunities.

By Jenny Chang

Senior writer at FinancesOnline who writes about a wide range of SaaS and B2B products, including trends and issues on e-commerce, accounting and customer service software. She’s also covered a wide range of topics in business, science, and technology for websites in the U.S., Australia and Singapore, keeping tabs on edge tech like 3D printed health monitoring tattoos and SpaceX’s exploration plans.

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